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Analyst’s bombshell memory price forecast shifts Micron bets

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Analyst’s bombshell memory price forecast shifts Micron bets

The word “supercycle” is back: Let this be your warning.

Jan 19, 2026 12:13 PM EST

By Faizan Farooque

Edited by Celine Provini

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Micron CEO Sanjay Mehrotra speaks before US President Joe Biden delivers remarks on "how the CHIPS and Science Act and his Investing in America agenda are growing the economy and creating jobs," at the Milton J. Rubenstein Museum in Syracuse, New York, on April 25, 2024. (Photo by ANDREW CABALLERO-REYNOLDS / AFP) (Photo by ANDREW CABALLERO-REYNOLDS/AFP via Getty Images)

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Key Points

A key analyst makes a surprising call, predicting that in the fourth quarter of 2025, memory prices will rise significantly.

The next stretch of this cycle could surprise investors.

Still, the market might cool quickly if hardware makers such as Micron scale up capacity more rapidly than expected.

The memory market just went into a “hyper-bull” phase, which is not something analysts mention lightly.

If the call is correct, Micron Technology stands to gain the most, at least as long as the supply squeeze lasts.

Memory prices are at an “all-time high” because AI and server buildouts are using up capacity, Counterpoint Research said in a recent note.

The firm believes that in the fourth quarter of 2025, memory prices will rise by 40% to 50%. In the first quarter of 2026, they will jump by another 40% to 50%, and then they will drop to about 20% in the second quarter of 2026.

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